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Pekin Hardy Strauss’s Evercore EVR Stock Holding History

Pekin Hardy Strauss’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Sell
760
-25
-3% -$8.55K 0.02% 413
2026
Q1 		$234K Sell
785
-285
-27% -$93.3K 0.02% 417
2025
Q4 		$364K Sell
1,070
-55
-5% -$17.7K 0.03% 327
2025
Q3 		$379K Sell
1,125
-25
-2% -$7.83K 0.04% 293
2025
Q2 		$311K Sell
1,150
-20
-2% -$4.4K 0.04% 297
2025
Q1 		$234K Sell
1,170
-175
-13% -$43.6K 0.03% 316
2024
Q4 		$373K Sell
1,345
-130
-9% -$36.8K 0.05% 277
2024
Q3 		$374K Sell
1,475
-630
-30% -$150K 0.05% 272
2024
Q2 		$439K Sell
2,105
-1,705
-45% -$332K 0.06% 235
2024
Q1 		$734K Sell
3,810
-8,016
-68% -$1.45M 0.1% 171
2023
Q4 		$2.02M Sell
11,826
-26,363
-69% -$3.82M 0.28% 84
2023
Q3 		$5.27M Sell
38,189
-6,947
-15% -$943K 0.83% 35
2023
Q2 		$5.58M Buy
45,136
+625
+1% +$71.9K 0.61% 33
2023
Q1 		$5.14M Sell
44,511
-17,565
-28% -$2.18M 0.69% 36
2022
Q4 		$6.77M Buy
62,076
+5,509
+10% +$575K 0.93% 20
2022
Q3 		$4.65M Buy
56,567
+2,827
+5% +$267K 0.74% 42
2022
Q2 		$5.03M Buy
53,740
+15,318
+40% +$1.63M 0.71% 39
2022
Q1 		$4.28M Buy
38,422
+28,005
+269% +$3.45M 0.53% 49
2021
Q4 		$1.42M Sell
10,417
-21,792
-68% -$3.18M 0.19% 132
2021
Q3 		$4.3M Sell
32,209
-4,500
-12% -$612K 0.61% 41
2021
Q2 		$5.17M Sell
36,709
-20,283
-36% -$2.84M 0.72% 35
2021
Q1 		$7.51M Sell
56,992
-12,357
-18% -$1.51M 1.18% 21
2020
Q4 		$7.6M Sell
69,349
-20,159
-23% -$1.79M 1.32% 18
2020
Q3 		$5.86M Sell
89,508
-21,078
-19% -$1.28M 1.2% 18
2020
Q2 		$6.52M Sell
110,586
-114
-0.1% -$6.2K 1.44% 19
2020
Q1 		$5.1M Buy
+110,700
New +$7.41M 1.15% 22

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Pekin Hardy Strauss's EVR Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its Evercore (EVR) stake by 3.2% in Q2 2026, selling an estimated $8.55K and leaving 760 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #413.

Pekin Hardy Strauss first reported a position in EVR in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.6M in Q4 2020. 243 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Pekin Hardy Strauss held 760 shares of Evercore worth $259K as of Q2 2026.
  • Pekin Hardy Strauss sold 25 Evercore shares in Q2 2026, an estimated $8.55K.
  • Evercore made up 0.02% of Pekin Hardy Strauss's portfolio in Q2 2026, its #413 holding.
  • Pekin Hardy Strauss first reported a position in Evercore in Q1 2020 and has held it in 26 quarters since.
  • Pekin Hardy Strauss's Evercore position peaked at $7.6M in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.